Taylor Morrison

2017 Performance Final Grade: 70.95/100
2016 Final Grade: 85.2/100
B-/A+

28.57/40

Change YoY
Net debt-to-capital 21.6% -910bps
Pretax home building income
(in millions)
$328.2 14.6%
Total SG&A/Total revenue 10% --
Total SG&A
(in millions)
$390.4 7.9%
Return on invested capital 2.5% 100bps
Return on equity 8.5% -130bps
Total shareholder return 26.1% --
EPS $1.47 -13%

13.81/20

Change YoY
Community count 297 -12
Share of lots optioned to total controlled 31.4% 16.7%

17.14/20

Change YoY
Home building gross margins 18.6% -10bps
Sales per month to break even
(per community)
1.21 --
Revenue per employee
(in millions)
$2.2 9.4%
Change YoY
Closings 8,032 9%
Sales velocity
(per community per month)
2.4 16.4%
Unit backlog 3,496 11.7%


Total revenue (in millions):$3,885
HB revenue (in millions): $3,799
Debt per share: $22.22
Equity per basic share: $25.72
HB pretax margin: 8.6%
Backlog value (in millions): $1,702.1
Inventory (in millions):$2,959.2
Lot supply (in years): 4.7

Taylor Morrison (NYSE: TMHC) is one of the publics with divisions that weathered the hurricanes, which led CEO Sheryl Palmer to comment, “Instead of allowing these challenges to limit us, we turned them into opportunities that ultimately defined our year. Despite the challenges presented by hurricanes Harvey and Irma in the third quarter, our impacted markets rebounded much quicker than initially thought on the active production units, and other areas of the company overperformed.”